HomeCompareFOCPX vs SPHD

FOCPX vs SPHD: Dividend Comparison 2026

FOCPX yields 8.43% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FOCPX wins by $8.4K in total portfolio value
10 years
FOCPX
FOCPX
● Live price
8.43%
Share price
$22.39
Annual div
$1.89
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.0K
Annual income
$1,436.64
Full FOCPX calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — FOCPX vs SPHD

📍 FOCPX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodFOCPXSPHD
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, FOCPX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FOCPX pays
SPHD pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

FOCPX
Annual income on $10K today (after 15% tax)
$716.75/yr
After 10yr DRIP, annual income (after tax)
$1,221.14/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, FOCPX beats the other by $735.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FOCPX + SPHD for your $10,000?

FOCPX: 50%SPHD: 50%
100% SPHD50/50100% FOCPX
Portfolio after 10yr
$30.7K
Annual income
$1,003.98/yr
Blended yield
3.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FOCPX buys
0
SPHD buys
0
No recent congressional trades found for FOCPX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFOCPXSPHD
Forward yield8.43%4.33%
Annual dividend / share$1.89$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.0K$26.5K
Annual income after 10y$1,436.64$571.32
Total dividends collected$11.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: FOCPX vs SPHD ($10,000, DRIP)

YearFOCPX PortfolioFOCPX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,543$843.23$11,133$432.85+$410.00FOCPX
2$13,261$909.69$12,363$450.36+$898.00FOCPX
3$15,166$976.69$13,695$467.39+$1.5KFOCPX
4$17,271$1,043.91$15,138$483.90+$2.1KFOCPX
5$19,591$1,111.07$16,697$499.88+$2.9KFOCPX
6$22,141$1,177.87$18,382$515.31+$3.8KFOCPX
7$24,935$1,244.05$20,198$530.17+$4.7KFOCPX
8$27,989$1,309.38$22,157$544.46+$5.8KFOCPX
9$31,322$1,373.64$24,266$558.18+$7.1KFOCPX
10$34,952$1,436.64$26,536$571.32+$8.4KFOCPX

FOCPX vs SPHD: Complete Analysis 2026

FOCPXStock

The fund invests primarily in common stocks. It normally invests at least 80% of assets in securities principally traded on NASDAQ® or an over-the-counter (OTC) market, which has more small and medium-sized companies than other markets. The fund invests more than 25% of total assets in the technology sector. It invests in domestic and foreign issuers. The fund invests in either growth stocks or value stocks or both. It is non-diversified.

Full FOCPX Calculator →

SPHDETF

The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.

Full SPHD Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.